Filed June 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,050 | $73,102+68.3% | $123,544-0.4% | $56,287+118.6% |
| Participation rate | 90.5% | 74.3%+16.2pp | 82.3%+8.2pp | 69.9%+20.7pp |
| Annual return | 8.86% | 3.01%+5.9pp | 119.20%-110.3pp | -9.96%+18.8pp |
| Employer contribution / active EE | $6,470 | $2,977+117.3% | $4,628+39.8% | $2,111+206.5% |
| Participant deferral / active EE | $6,899 | $5,423+27.2% | $6,426+7.4% | $3,350+106.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |